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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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'It Is China That Has Changed:' Australia's New PM Wants To 'Send A Message To The World' As He Rushes To Meet Biden, Other Quad Leaders In Tokyo
May 23, 2022
Tickers
SPY
Tags
geopolitics
SPY
Australia
From
Benzinga
Cult Consultative Association on “Beware of the movement to release Intercorp Cult”
May 23, 2022
Tags
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Japan
Britain
From
TimesNewswire.com
TOKYO SKYTREE Celebrates Its 10th anniversary! Let's Pay Homage to this Japanese Landmark and World's Tallest Freestanding Broadcast Tower
May 19, 2022
Tags
Japan
TobuRailwayGroup
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From
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Japan's Nomura Launches Its First Bitcoin Derives Amid Crypto Crash
May 13, 2022
Tickers
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USD-BITSTAMP
Tags
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May 11, 2022
Tickers
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Tags
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French
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From
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The original DogekingDAO Foundation has reached a cooperation with the project DAO autonomous organization
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Tags
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May 10, 2022
Tags
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ENG Standard
Cryptocurrency
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Musk Worries About Declining Birth Rate, Say This Country Will 'Eventually Cease To Exist'
May 08, 2022
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Tags
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Tags
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Japan
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April 29, 2022
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April 29, 2022
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Tags
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Japan's Yen At 20-Year Low Against The US Dollar
April 28, 2022
Tickers
HEWJ
SPY
Tags
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From
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Netflix Inks Deal With Japanese Anime Studio To Woo Asian Audiences Amid Slumping Numbers
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JASMINER X4 Series Leads the Hash Rate Era
April 26, 2022
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April 26, 2022
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Logan Cross-chain bridge is about to launch version 2.0 with a brand new asset and information cross-chain solution
April 21, 2022
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April 21, 2022
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ATD
Tags
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Japanese Currency ETF Plunging, With USD at 20-Year High Against Yen
April 19, 2022
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ASIA
FXY
YCS
Tags
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Metaverse Gaming and Streaming Platform OGLife Establishes Partnership with Tech Company Pluto Digital to Reach 3 billion Gamers
April 15, 2022
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Cryptocurrency
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Japan's Top Messaging App Line Launches NFT Marketplace
April 14, 2022
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FB
TWTR
Tags
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ORIGIN Storage Became the North American Notary for Filecoin Officially
April 14, 2022
Tags
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Russia
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Use a Currency-Hedged ETF to Target Japan as the BOJ Maintains Loose Policies
April 13, 2022
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Tags
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OGLife Connects with Venture Capital firm Solar Eco Fund in this New Partnership to Build a Gaming Multiverse
April 08, 2022
Tags
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From
PRLog
Tech Company StrongNode.io and Multiverse Gaming Platform OGLife to Grow their Ecosystem in Partnership with Down Under Capital
March 29, 2022
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Blockchain
From
PRLog
Japan Currency-Hedged ETFs Have Been Rallying With Yen at Its Weakest Since 2015
March 28, 2022
Tickers
DXJ
EWJ
FXY
Tags
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iShares
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The Release of the Chinese TV series “Dedicating Yourself and You Will Win” Has Brought to Light the Tough Course of Jinjiang’s Reform and Opening up
March 25, 2022
Tags
SEA Standard
Italy
Russia
From
TimesNewswire.com
Opening a Japanese Company Without Resident Shareholder/Director
March 25, 2022
Tags
Tokyo
Company
Services
From
PRLog
Why Is The Currency Of The World's Third-Largest Economy Tanking?
March 23, 2022
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ASIA
GBP
USD
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NodeDao Empowers the Development of Insurance DApps
March 22, 2022
Tags
Pressrelease
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Cryptocurrency
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Huawei shines spotlight on China Unicom 5G Private Network PLUS
March 18, 2022
Tags
Global/English
Amapn
Pressrelease
From
TimesNewswire.com
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